See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
NWPS1 year Service code 50 · EIN 91-2090931 300 E JOPPA RD ROAD · TOWSON, MD 21286 | Direct Payment | $850 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,308 | $58,879+7.5% | $178,490-64.5% | $73,488-13.9% |
| Participation rate | 27.5% | 66.2%-38.7pp | 81.9%-54.4pp | 70.7%-43.1pp |
| Annual return | 21.29% | 24.86%-3.6pp | 151.07%-129.8pp | 28.51%-7.2pp |
| Employer contribution / active EE | $517 | $2,236-76.9% | $5,011-89.7% | $2,270-77.2% |
| Participant deferral / active EE | $814 | $2,567-68.3% | $5,202-84.3% | $3,740-78.2% |
| Admin fee / account holder | $18 | $400-95.5% | $13,984-99.9% | $513-96.5% |